5 Keys to $Alphabet - C(GOOG.US), $Meta Platforms(META.US), and $Microsoft(MSFT.US) Earnings Tonight.
1. GCP growth of 29.5% vs. 31.7% in June.2 Azure growth of 37.5% vs. 39% in June.3. GOOG Search growth of 13% y/y (whisper), up from 11.7% in June. 4. GOOG Capex for CY26 above current expectations of 13%. Meta is already at 42%. 5. MSFT & META Capex growth for CY26 remains around current estimates of 22% and 42%.Source: Gene Munster
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